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Morgan Stanley

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
1676
Gen-Wealth Partners
Michigan
$82K +$82K +695 New
T
1677
TOBAM
France
$80K -$59.8K -571 -43%
HWA
1678
HHM Wealth Advisors
Tennessee
$77.2K
BWP
1679
Baldwin Wealth Partners
Massachusetts
$76.1K +$37.8K +363 +99%
CWM
1680
Cranbrook Wealth Management
Michigan
$75.3K -$17.5K -168 -19%
TLCM
1681
Twin Lakes Capital Management
California
$75.1K
C
1682
Covestor
United Kingdom
$74K -$18.7K -181 -20%
EAM
1683
Eukles Asset Management
Ohio
$72.8K -$5.73K -55 -7%
CWM
1684
Cedar Wealth Management
California
$71.3K
PMFA
1685
Plante Moran Financial Advisors
Michigan
$71.2K +$6.05K +58 +9%
WSC
1686
Wellington Shields & Co
New York
$70.4K +$5.11K +49 +8%
JWA
1687
JFS Wealth Advisors
Pennsylvania
$70.3K -$29.6K -284 -30%
SFA
1688
Semmax Financial Advisors
North Carolina
$69.1K
CBT
1689
CoreFirst Bank & Trust
Kansas
$68.9K +$68.9K +661 New
FFO
1690
Fortitude Family Office
Arizona
$68.6K +$25K +240 +57%
CAS
1691
Coppell Advisory Solutions
Texas
$68.2K -$57.4K -551 -46%
AWM
1692
Ameliora Wealth Management
Switzerland
$68K
USB
1693
Union Savings Bank
Connecticut
$67.7K +$15.6K +150 +30%
EBA
1694
Eagle Bay Advisors
New York
$67.3K +$29K +278 +76%
OAJ
1695
Ogorek Anthony Joseph
New York
$66K +$11.5K +111 +21%
LFA
1696
Livelsberger Financial Advisory
Ohio
$63.9K +$63.9K +613 New
BIA
1697
Bell Investment Advisors
California
$63.1K +$521 +5 +0.8%
SSG
1698
Summit Securities Group
New York
$63K -$63K -600 -50%
TFGT
1699
TS Financial Group (TSFG)
Illinois
$62K -$7.66K -74 -11%
OCM
1700
Osterweis Capital Management
California
$61.2K